01Overview
This Privacy Policy explains how TPT Consulting collects, uses, stores, discloses, and protects information obtained through its website, forms, consultations, services, email, SMS, phone calls, booking systems, payment workflows, audits, implementations, and client relationships.
02Information You Provide
We may collect names, email addresses, telephone numbers, mailing addresses, business or organization information, communication preferences, form responses, files, consultation notes, account information, and other information you voluntarily provide.
03Business and Operational Information
We may collect business names, websites, industry information, revenue ranges, organizational structure, workflow descriptions, CRM configurations, intake and follow-up processes, screenshots, files, dashboards, process maps, technical requirements, team notes, implementation requirements, and other information needed to evaluate or perform consulting services.
04Audit and Diagnostic Information
For digital audits, systems reviews, and implementation planning, we may review publicly available business information and information you authorize us to access. We use this information to identify operational gaps, prepare recommendations, scope work, and deliver agreed services.
05Communications and Service Records
We may retain email, SMS, call, meeting, support, booking, proposal, invoice, onboarding, project, and service records. Calls or meetings will not be recorded unless notice or consent is provided where required.
06AI-Assisted Processing
We may use AI-assisted tools to organize, summarize, analyze, draft, test, map workflows, prepare recommendations, or quality-check materials. Human review is applied where appropriate. You should not submit unnecessary sensitive personal, financial, medical, or confidential third-party information. AI-assisted tools do not replace licensed professional judgment.
07Payment Information
Payments may be processed through third-party providers such as Stripe, PayPal, Zelle, invoice systems, or ACH providers. We may retain transaction status, amount, date, invoice, and customer-service records. We generally do not store complete payment-card or bank credentials when processed by a third party.
08How We Use Information
- Respond to inquiries and evaluate service fit.
- Prepare audits, proposals, recommendations, deliverables, and implementation plans.
- Provide consulting, systems, automation, CRM, workflow, dashboard, SOP, and related services.
- Process payments and maintain client, project, and accounting records.
- Send administrative messages, reminders, updates, and agreed follow-ups.
- Prevent misuse, improve operations, enforce agreements, and comply with legal or contractual obligations.
09Service Providers and Technology
We may use Google Workspace, Google Drive, Gmail, Google Calendar, CRM and client-management systems, CC360 or GoHighLevel-style systems, forms, booking tools, email and SMS automation, AI-assisted tools such as ChatGPT, Gemini, Claude, Perplexity, and NotebookLM, payment providers, contractors, and other vendors that support our operations.
11Email and SMS Communications
By providing contact information, you may receive service-related, transactional, scheduling, onboarding, reminder, or follow-up communications. Marketing messages, where used, will include the opt-out method required by applicable law. Consent to marketing is not a condition of purchasing services unless expressly stated.
12Data Retention
We may retain information for as long as reasonably necessary to provide services, maintain business and project records, comply with legal or contractual obligations, resolve disputes, enforce agreements, and support internal operations. Retention periods vary according to the type of record and service.
13Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect information. No transmission or storage method is guaranteed to be fully secure. Clients should avoid sending passwords, regulated data, or unnecessary sensitive information through ordinary email, SMS, or unsecured forms.
14Your Choices and Requests
You may request access, correction, deletion, or review of information associated with you by contacting [email protected]. Requests may be subject to identity verification, legal requirements, contractual obligations, and legitimate business recordkeeping needs.
15Children and Minors
TPT Consulting services are directed primarily to businesses and adults. We do not knowingly solicit personal information from children through this website. A parent or legal guardian should contact us if they believe a minor submitted information without authorization.
16External Links and Third-Party Services
Our website or deliverables may link to third-party services. Their privacy practices, security, availability, and terms are controlled by those third parties. Review their policies before submitting information or creating an account.
17No Tracking Pixel or Analytics Statement
At the time of this policy, TPT Consulting does not describe or rely on advertising pixels, retargeting, or cookie-based advertising in this notice. If those tools are introduced, this Privacy Policy and any required consent mechanism should be updated before deployment.
18Changes to This Policy
We may update this Privacy Policy from time to time. The revised version will be posted with an updated effective date. Continued use of the website or services after posting is subject to the revised policy.
19Contact
For privacy questions or data-related requests, contact [email protected].
Contact TPT Consulting at [email protected].